Is this you? As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.
Claim your profile
Articles by Gabriel Sacks
"Los mercados emergentes han entrado en un nuevo ciclo alcista que podría durar una década"
Añadir Estrategias de Inversión en Google ¿Por qué los mercados emergentes están teniendo un comportamiento tan bueno este año? El motor de las rentabilidades ha sido, ante todo, los beneficios. Estamos viendo una especie de ciclo récord de beneficios en gran parte del índice, y eso ha hecho que los precios de las acciones suban.
Schwellenländer: Zeit für eine Neubewertung?
Die Schwellenländer blieben in den vergangenen zehn Jahren weitgehend hinter den Industrieländern, insbesondere den USA, zurück. Die jüngste Entwicklung und die sich wandelnden makroökonomischen Rahmenbedingungen deuten jedoch darauf hin, dass sich das Umfeld möglicherweise verändert. Zunächst gilt es zu verstehen, dass die Schwellenländer kein homogener Markt sind. Sie umfassen eine Vielzahl von Volkswirtschaften mit unterschiedlichen Wachstumsfaktoren und Risiken.
The strengthening investment case for China
American philosopher Sidney Morgenbesser was once asked if he agreed with the idea that a statement can be both true and false at the same time. “Well,” he replied, “I do and I don’t.” By the modest standards of high-brow gags, it is a pretty good line. Perhaps we should bear it in mind when pondering the implications of recent talks between Xi Jinping and Donald Trump. As is customary, Xi was less than expansive in the wake of the pair’s long-awaited face-to-face in October.
US-India relations: From headlines to hidden gems
Geopolitics, eh? What a hoot. Most of us – fund managers and investors alike – have probably never felt so compelled to pay such close attention to what happens on the international stage. It almost goes without saying that many of the twists and turns unfolding before our eyes have at their heart a certain D Trump, currently of 1600 Pennsylvania Avenue, Washington DC. He is a busy man, to say the least.
Emerging markets: a game of two halves
This section is a paid promotion created in partnership with Aberdeen. The views and information presented reflect the sponsor’s messaging and may not represent the independent opinions of Boring Money. While we aim to ensure accuracy and relevance, this content should not be considered impartial advice. By: Gabriel Sacks, Co-Manager, abrdn Asia Focus plc Emerging markets (EMs) are no longer routinely regarded as the investment arena’s equivalent of the Wild West.
Stars align for smaller companies across the world
It has been a tough period for smaller companies, but the sector is ripe for a reappraisal. Smaller companies have a well-established reputation for delivering higher returns than their large cap peers over the longer term. This phenomenon has been labelled "the small cap effect" and has endured through economic and financial market turmoil over multiple decades. More recently, that effect has gone awry, but this could be about to change.
Does a fast-changing world demand a new approach to investing?
‘Paradigm shift’ has become a massively overused term. Even the man who coined it, American philosopher of science Thomas Kuhn, eventually grew so tired of its ubiquity that he practically disowned the phrase. Despite his protests, this tired trope is still used to describe pretty much any situation defined by dramatic change. In the parlance of Kuhn’s seminal work, The Structure of Scientific Revolutions, it denotes the point at which conventional thought is abandoned.
Five reasons why China is still investable
Devotees of cult television may distantly recall ‘Monkey’, which many years ago found an unlikely home in the BBC’s teatime schedules. It told the story of Sun Wukong, also known as the Monkey King, a colourful figure in China’s literary, religious and cultural history. To Western audiences, not least in light of its atrocious dubbing and arcane plots, ‘Monkey’ was essentially incomprehensible.
A rough guide to on-the-ground investing in emerging markets
Emerging markets (EMs) are frequently perceived as riskier than their developed counterparts. By extension, they are sometimes also thought of as inherently ‘wilder’, more unpredictable and maybe even dangerous. Does this mean the managers of funds that invest in emerging markets are uncommonly intrepid – a kind of stockpicking mélange of Bear Grylls, Sir David Attenborough and Indiana Jones? Not exactly. In reality, the notion that EM investments inevitably entail higher risk is outdated.
abrdn Asia Focus: in search of real diversification
By Gabriel Sacks, Manager, abrdn Asia Focus plc Diversification is one of the investment world’s most important concepts. Its basic premise is that a portfolio consisting of multiple asset types is likely to perform better than one consisting of relatively few. The idea first emerged almost three quarters of a century ago, when Harry Markowitz published his groundbreaking Modern Portfolio Theory. Further research has reinforced its relevance ever since, as has a wealth of real-world experience.
The Year of the Snake: time for renewal?
Key highlights China’s GDP growth improved in the fourth quarter of 2024 Risks remain over the potential tariff regime in the US The Chinese stock market holds selected opportunities For anyone who played snakes and ladders as a child, the year of the snake will be an inauspicious omen for Chinese stock markets in 2025. However, for the Chinese, the snake has a different and more encouraging symbolism, as a time for renewal and transformation.
Finding the bottom-up engines of progress in emerging market ‘leapfroggers’
One of the reasons why London is so adored by tourists is that much of it remains conspicuously old. Take a stroll almost anywhere in the capital and you will encounter evidence of numerous bygone ages. The most obvious vestiges are large in scale. For example, although they stand less than half a mile apart, the Tower of London and the Shard are separated by around a thousand years’ worth of developments in construction techniques.
Show More
loading
Actions
Is this you?
As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.Get in touch with Gabriel
Contact Gabriel, search articles and posts on X, monitor coverage, and track replies from one place.
Learn more about Muck Rack